Notícias

Broadcom controls two chokepoints inside every major AI cluster, and hyperscalers have already signed the contracts to prove it. The question is whether that grip justifies buying the stock today or waiting for a setup with more margin for error.

Nvidia stock was rising in premarket trading Wednesday as fears over the company’s exposure to debt fueling the artificial intelligence boom eased. One factor depressing Nvidia stock in recent days has been nagging fears over the sustainability of debt to fund the buildout in AI. Hyperscalers such as Alphabet Amazon Meta and Microsoft —which provide the massive cloud computing and data infrastructure behind AI—have been taking on massive debt to fund the AI buildout.

A plan for Wall Street to underwrite data center debt partially backed by Nvidia could add fresh fuel — and risk — to the AI boom.

Meta Platforms (META) is set to go to trial in California federal court over claims that it made Fac

The Meta CEO envisions a future filled with free access to AI, but with the constraints of compute, there’s still a price for “personal superintelligence.”

(Bloomberg) -- One of the stock market’s favorite momentum plays from earlier this year is re-emerging as rising confidence in artificial intelligence spending sends the shares of optical component makers soaring again.Most Read from BloombergPhoebe Gates Knew Phia Shopping App Took Credit for Sales It Didn’t DriveFive Takeaways From Zuckerberg’s 6,500-Word Manifesto on AITata Sons Chairman to Step Down, Deepening Leadership TurmoilTrump Weighs Call for Capital Gains Tax Cuts as Midterm BoostPak

AMD and Nvidia are the market leaders for designing artificial intelligence (AI) GPUs.

By Diana Novak Jones Aug 12 (Reuters) - Meta Platforms will face a coalition of state attorneys general in a California federal court trial beginning on Wednesday over claims it engineered Facebook

Aug 12 (Reuters) - Meta Platforms, Google's YouTube, TikTok parent ByteDance and Snap Inc are facing thousands of lawsuits brought by states, school districts and individuals alleging they

Meta Platforms will face a coalition of state attorneys general in a California federal court trial beginning on Wednesday over claims it engineered Facebook and Instagram to be addictive to children, a case that could expose the company to massive damages and force it to make sweeping changes to its platforms. The trial in Oakland, expected to last seven weeks, ‌will test Colorado, Kentucky, California and New Jersey's allegations that Meta designed its platforms to keep young users hooked and misled consumers about their safety. It will also address claims by 29 states that the ‌company illegally collected and used children's data in violation of federal law.

As hyperscalers invest hundreds of trillions in AI infrastructure in the coming years, these two companies are top beneficiaries.

Over the past six months, Meta’s shares (currently trading at $591.67) have posted a disappointing 11.8% loss, well below the S&P 500’s 11% gain. This was partly due to its softer quarterly results and may have investors wondering how to approach the situation.

Nvidia, AMD, and Micron are three stocks to buy as AI infrastructure spending continues to surge.

(Bloomberg) -- Hon Hai Precision Industry Co. reported a better-than-expected increase in quarterly profit, signaling robust global demand for AI hardware.Most Read from BloombergFive Takeaways From Zuckerberg’s 6,500-Word Manifesto on AIPhoebe Gates Knew Phia Shopping App Took Credit for Sales It Didn’t DrivePakistan Says Deal Is Close Even as Iran, US Harden StancesApple’s Glass-Centric 20th-Anniversary iPhone Remains on Track for 2027Air India Pilot Tests Positive for Drugs After Mid-Air Drop

An appeals court ruled more than 3,000 lawsuits against Meta, Google, TikTok and Snapchat over addictive design claims targeting youth can proceed.

The company is giving its most powerful AI models away while spending as much as $145 billion this year. How does that add up for shareholders?

Microsoft's dividend yield is the highest among the Magnificent 7 companies. Reasonable valuations and strong momentum in AI monetization make MSFT stock a buy despite the sharp rally from its 2026 lows.

CoreWeave beat second-quarter top- and bottom-line expectations as soaring artificial intelligence computing demand pushed quarterly revenue up 112% to $2.58 billion and prompted the company to raise its full-year guidance.

Alphabet Inc. (NASDAQ:GOOGL)’s Google, along with Meta Platforms, Inc. (NASDAQ:META), Anthropic, and OpenAI, will meet White House officials on Tuesday to discuss voluntary safety testing for the most advanced AI models. The meeting follows disclosures that Anthropic’s and OpenAI’s own AI systems breached other companies’ computer systems during testing, alarming lawmakers about whether powerful AI […]

Beyond the familiar retail storefront, a massive custom silicon operation is quietly compounding. This internal chips business now has an annual revenue run rate of over twenty-five billion dollars. The company's AI services have also crossed this threshold, creating two new growth engines inside the larger machine.

Microsoft Corporation (NASDAQ:MSFT) added nearly $450 billion in market value on Thursday, the largest single-day gain for any U.S. company ever, after its earnings convinced investors its AI spending is starting to pay off. The stock surged as much as 16%, lifting Microsoft’s market cap to $3.35 trillion and beating Nvidia’s previous record one-day gain […]

We examine the investment opportunity in cybersecurity stocks and highlight three ETFs.

Yahoo Finance Tech Editor Dan Howley breaks down CoreWeave (CRWV) Q2 results.

Meta's AI expansion across apps faces margin pressure and uncertain monetization, while WhatsApp and AI glasses add new avenues.

AI cloud company CoreWeave edged past Wall Street estimates for quarterly ‌revenue on Tuesday, driven by strong ‌demand for its computing services that power AI systems. So-called neoclouds such as CoreWeave ‌and peer Nebius, ⁠which offer hardware and cloud capacity to other technology companies, have seen ⁠demand skyrocket as a result of relentless enterprise spending on AI. CoreWeave, whose close ties with ​Nvidia have ​made it a key ​supplier of Nvidia's ‌AI chips, has attracted several high-profile customers so far this year.

Jabil Inc (NYSE:JBL) shares gained about 5% on Tuesday afternoon after UBS upgraded the stock to 'Buy' and raised its estimates, citing a multiyear growth cycle driven by artificial intelligence investment, healthcare demand and expanding automation and robotics markets. UBS set a $430 price...

Meta Platforms (NasdaqGS:META) is pushing to open source superintelligent AI models and has launched Muse Glimmer as part of this effort. Mark Zuckerberg outlined a plan to make advanced AI widely accessible rather than keeping it locked behind premium services. Meta announced a US$1b fund aimed at supporting communities located near its data centers. The 9th Circuit allowed thousands of social media addiction lawsuits against Meta to proceed, increasing legal and regulatory pressure on the...

The advertising line management once pointed to for AI money has been speeding up, not slowing down.

Muse Glimmer brings autonomous AI tasks onto consumer hardware, potentially reducing dependence on costly cloud infrastructure.

On August 7, Vistra (NYSE:VST) posted a quarter that reads like a puzzle. Ongoing Operations Adjusted EBITDA jumped more than 30% year-over-year to $1,767 million in the three months ended June 30, yet GAAP net income actually slipped to $305 million. The gap traces back to hedge accounting rather than the underlying business, a reminder […]